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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,581 | $100,194-37.5% | $122,979-49.1% | $86,983-28.1% |
| Participation rate | 41.5% | 73.0%-31.5pp | 77.2%-35.7pp | 69.5%-28.1pp |
| Annual return | 13.14% | 16.47%-3.3pp | 20.12%-7.0pp | 25.83%-12.7pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,229 | $4,133-70.3% | $5,003-75.4% | $4,194-70.7% |
| Admin fee / account holder | $4,220 | $10,148-58.4% | $12,864-67.2% | $7,856-46.3% |